Business Development Associate
4 weeks ago
Requisition ID: 201041
At ScotiaMcLeod, we're committed to delivering exceptional service and trusted investment advice to our clients. Our team of advisors and specialists pride themselves on exploring innovative approaches to protecting and growing our clients' assets.
Role Overview
As a Business Development Associate, you will work closely with an Advisor to support growth through prospecting and developing new client relationships. Your key responsibilities will include:
- Creating and strengthening prospecting relationships by developing business development campaigns.
- Building new relationships via client referrals, lead lists, and cold calling.
- Preparing client proposals, investment recommendations, and/or service agreements.
- Tracking prospects through our client management system.
- Facilitating account opening through the gathering of information and required documentation.
- Working with Advisor and Total Wealth Specialists to deepen client relationships through total wealth planning.
Requirements
We're looking for a self-motivated and results-driven individual with:
- Strong negotiation and influencing skills.
- Experience in a sales, relationship, or account management role.
- Experience in the securities industry.
- Excellent verbal and written communication skills.
- Meticulous attention to detail and excellent time management skills.
- Exceptional client service skills, providing a professional and respectful experience.
- Investment Representative (IR) or Registered Representative (RR) license with CIRO.
What We Offer
At ScotiaMcLeod, we offer a collaborative team environment, opportunities for growth and development, and a commitment to making a difference in our communities. We're looking for individuals who share our values and are passionate about delivering exceptional service to our clients.
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